Clear Books provides a unique email address for each account which you can use to send an email with multiple files. These files can then be attached to the appropriate transactions from within Clear Books.


The file types supported are png, gif, jpg, jpeg, tif, tiff, pdf and csv.

Step 1.


Navigate to Settings > Organisation > Details.  


Step 2.


Click on the API tab. You'll see the email address which can be used to upload multiple attachments into your account.



If you create or edit an invoice/quote/bill/PO/Expense and you click on the manage attachments button or link, all the files you sent should be listed waiting to be attached to the specific transaction.



For additional help, click here to view all our training options.


Technical support is available on Monday to Friday from 9 - 5. You can call us on 0203 475 4744 or email us at support@clearbooks.co.uk.


Alternatively, visit our Community to view our latest news & updates, raise new ideas, find answers to common problems, ask new queries and speak to other Clear Books users and employees.